Job Description

Job Description

Job Description

Salary: $50,000 - $75,000

Junior Advisor

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Waukesha, WI is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities for the Junior Advisory role.

Minimum Requirements:
1-3 years of experience in sales or the wealth management Industry
Experience using a CRM software, preferably Salesforce
Life & Health Insurance License, working toward Series 65 licenses
Intermediate or higher-level knowledge of Google Suite
Ability to learn new technologies including utilization of AI where appropriate

This position also requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both oral and written
Strong organizational skills, detail oriented, proactive, and resourceful
Demonstrate emotional intelligence and poise under pressure
Flexibility to contribute as part of a team adhering to company values

Responsibilities:
Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and
presentations for client meetings
Utilize websites and software to obtain and update client and product information
Manage calendar(s) of advisor or advisors
Establish and maintain detailed client files obtaining client statements when necessary
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings

Salary
$50,000 - $75,000 Based on Experience

Money for Nothing
Start with three weeks paid time-off each year and earn more.

Additional Days Off
Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in
the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,500 per year and get a 3% match on top of that. For employees 50+, you can contribute an additional $7,500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it's what we do!

Lets Stay Healthy

Group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.

Hungry?
Free Lunches provided for weekly team building
Free coffee, tea, sodas, water and hot cocoa all on-site

Want To Lend a Hand?
We support local charities financially and with paid time-off to volunteer! Use The Force, Luke!
Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?
Waukesha location is just off the Guerkes corner exit on I-94

Wow, You're Smart!

We'll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner designation! Want to get your CPA License? Let's do it!

Lets have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!

We are a results first culture with recognition for driving measurable results by providing direct access to leadership for fast decision making, freedom to innovate, backed by structure and resources. Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and customers.

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